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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,212 | $85,171-52.8% | $172,753-76.7% | $72,976-44.9% |
| Participation rate | 82.5% | 70.1%+12.4pp | 82.6%-0.2pp | 69.5%+13.0pp |
| Annual return | 18.70% | 27.32%-8.6pp | 803.00%-784.3pp | 81.02%-62.3pp |
| Employer contribution / active EE | $3,708 | $3,324+11.5% | $5,144-27.9% | $2,440+52.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,966 | $5,880-32.6% | $13,956-71.6% | $5,124-22.6% |